Independence Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Independence Wealth Advisors, LLC held in its portfolio 79 assets valued at $177,779,898 (i.e. $177.78M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($25.45M), SIMPLIFY EXCHANGE TRADED FUN ($24.26M), and SELECT SECTOR SPDR TR ($19.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Independence Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 701791 | 25448935 | STATE STREET SPD |
| SIMPLIFY EXCHANGE TRADED FUN | 890051 | 24262780 | MANAGED FUTURES |
| SELECT SECTOR SPDR TR | 138203 | 19897020 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 135154 | 13467316 | STATE STREET CON |
| SPDR GOLD TR | 23807 | 9434817 | GOLD SHS |
| SELECT SECTOR SPDR TR | 52091 | 8063760 | STATE STREET HEA |
| NEOS ETF TRUST | 102789 | 5399484 | NEOS S&P 500 HI |
| SELECT SECTOR SPDR TR | 85943 | 4707095 | STATE STREET FIN |
| ABRDN ETFS | 223184 | 4358784 | BBRG ALL COMD K1 |
| ISHARES TR | 78274 | 4282366 | MSCI EMG MKT ETF |
| NEOS ETF TRUST | 73123 | 3938403 | NASDAQ 100 HIGH |
| ISHARES TR | 15254 | 3754953 | RUSSELL 2000 ETF |
| ISHARES TR | 32821 | 3151766 | MSCI EAFE ETF |
| SELECT SECTOR SPDR TR | 26093 | 3071688 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 16220 | 2515981 | STATE STREET IND |
| NEOS ETF TRUST | 44149 | 2149171 | RUSSELL 2000 HIG |
| ALPHABET INC | 6656 | 2083447 | CAP STK CL A |
| INVESCO QQQ TR | 3286 | 2018628 | UNIT SER 1 |
| APPLE INC | 6945 | 1888040 | COM |
| MICROSOFT CORP | 3838 | 1856302 | COM |
| ISHARES INC | 20056 | 1619321 | MSCI JAPAN ETF |
| SPDR S&P 500 ETF TR | 2005 | 1367474 | TR UNIT |
| META PLATFORMS INC | 1935 | 1276958 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 4092 | 1243518 | SPONSORED ADS |
| VISA INC | 3463 | 1214595 | COM CL A |
| AMAZON COM INC | 5099 | 1176951 | COM |
| SELECT SECTOR SPDR TR | 25779 | 1152582 | STATE STREET ENE |
| MASTERCARD INCORPORATED | 1990 | 1136314 | CL A |
| BOOKING HOLDINGS INC | 189 | 1012577 | COM |
| ALPHABET INC | 2971 | 932380 | CAP STK CL C |
| SCHWAB CHARLES CORP | 8611 | 860279 | COM |
| IQVIA HLDGS INC | 3733 | 841456 | COM |
| SELECT SECTOR SPDR TR | 18463 | 837288 | STATE STREET MAT |
| ISHARES TR | 9137 | 796411 | 20 YR TR BD ETF |
| EA SERIES TRUST | 6796 | 782220 | ALPHA ARCH 1-3 |
| SELECT SECTOR SPDR TR | 16730 | 714184 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 16181 | 652899 | STATE STREET REA |
| ETF OPPORTUNITIES TRUST | 13906 | 633438 | REX FANG & INNOV |
| ISHARES TR | 904 | 619186 | CORE S&P500 ETF |
| CENCORA INC | 1793 | 605490 | COM |
| ETF OPPORTUNITIES TRUST | 14764 | 591315 | REX AI EQUITY PR |
| APPLIED MATLS INC | 2097 | 538933 | COM |
| DISNEY WALT CO | 4502 | 512164 | COM |
| ISHARES TR | 5407 | 507673 | U.S. REAL ES ETF |
| ELEVANCE HEALTH INC FORMERLY | 1348 | 472703 | COM |
| VANGUARD INDEX FDS | 922 | 449908 | GROWTH ETF |
| PHILIP MORRIS INTL INC | 2677 | 429391 | COM |
| JPMORGAN CHASE & CO. | 1294 | 416953 | COM |
| SALESFORCE INC | 1417 | 375491 | COM |
| BERKSHIRE HATHAWAY INC DEL | 742 | 372966 | CL B NEW |
| QUALCOMM INC | 2060 | 352445 | COM |
| STARBUCKS CORP | 4179 | 351912 | COM |
| ISHARES TR | 4143 | 343124 | 1 3 YR TREAS BD |
| CHECK POINT SOFTWARE TECH LT | 1715 | 318235 | ORD |
| AUTODESK INC | 1052 | 311403 | COM |
| ISHARES TR | 630 | 298179 | RUS 1000 GRW ETF |
| PROCTER AND GAMBLE CO | 2073 | 297090 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 9257 | 296687 | HEDGED EQUITY |
| INTERNATIONAL BUSINESS MACHS | 999 | 295914 | COM |
| SCHWAB STRATEGIC TR | 10800 | 293868 | FUNDAMENTAL US L |
| ELI LILLY & CO | 269 | 289089 | COM |
| BROADCOM INC | 818 | 283110 | COM |
| ORACLE CORP | 1444 | 281450 | COM |
| WELLS FARGO CO NEW | 3014 | 280858 | COM |
| PACER FDS TR | 4637 | 278984 | US CASH COWS 100 |
| ADOBE INC | 794 | 277892 | COM |
| ETF OPPORTUNITIES TRUST | 8081 | 272077 | REX CRYPTO EQUIT |
| JOHNSON & JOHNSON | 1237 | 255997 | COM |
| SHERWIN WILLIAMS CO | 778 | 252146 | COM |
| CARMAX INC | 6520 | 251933 | COM |
| VANGUARD INDEX FDS | 1319 | 251916 | VALUE ETF |
| NOVARTIS AG | 1738 | 239618 | SPONSORED ADR |
| AIRBNB INC | 1739 | 236017 | COM CL A |
| ETF SER SOLUTIONS | 2075 | 227545 | DEFIANCE QUANTUM |
| AIR PRODS & CHEMS INC | 896 | 221223 | COM |
| SCHWAB STRATEGIC TR | 6800 | 214268 | FUNDAMENTAL US S |
| DIAGEO PLC | 2449 | 211297 | SPON ADR NEW |
| ISHARES TR | 1672 | 200997 | CORE S&P SCP ETF |
| WALMART INC | 1803 | 200870 | COM |
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